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Enterprise Financial Services Corp
EFSC

198 hedge funds and large institutions have $1.01B invested in Enterprise Financial Services Corp in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 58

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more funds holding

Funds holding: 197 → 198 (+1)

0.37% more ownership

Funds ownership: 71.49% → 71.86% (+0.37%)

3% less capital invested

Capital invested by funds: $1.04B → $1.01B (-$35M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $38K

Holders
198
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.14%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
79
Reduced
58
Closed
25
Calls
–
Puts
$38K
Net Calls
-$38K
Net Calls Change
-$144K

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$9.21M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.81M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.29M
4
BCM
Bridgeway Capital Management
Texas
+$7.91M
5
Millennium Management
Millennium Management
New York
+$5.61M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$11M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.75M
3
SBH
Segall Bryant & Hamill
Illinois
-$9.21M
4
Jennison Associates
Jennison Associates
New York
-$8.5M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$715K -$29.4K -737 -4%
Citigroup
102
Citigroup
New York
$709K -$742K -18,585 -50%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$701K +$330K +8,266 +79%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$698K +$169K +4,239 +29%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$692K -$41.9K -1,051 -5%
Deutsche Bank
106
Deutsche Bank
Germany
$690K +$70.9K +1,776 +11%
AIG
107
American International Group
New York
$680K +$25.7K +645 +4%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$665K +$35.4K +886 +5%
CWM
109
Cornerstone Wealth Management
Missouri
$591K +$399 +10 +0.1%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$581K – – –
B
111
Bailard
California
$580K -$30.2K -756 -5%
Victory Capital Management
112
Victory Capital Management
Texas
$565K +$158K +3,967 +36%
Mariner
113
Mariner
Kansas
$552K +$588K +14,730 New
TI
114
Trexquant Investment
Connecticut
$526K +$35.5K +890 +7%
Principal Financial Group
115
Principal Financial Group
Iowa
$504K -$11M -274,924 -95%
Skandinaviska Enskilda Banken (SEB)
116
Skandinaviska Enskilda Banken (SEB)
Sweden
$480K -$104K -2,600 -17%
Lazard Asset Management
117
Lazard Asset Management
New York
$470K +$223K +5,579 +80%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$462K +$103K +2,575 +26%
CCMG
119
Clark Capital Management Group
Pennsylvania
$461K – – –
PFO
120
PMC FIG Opportunities
Israel
$450K +$479K +12,000 New
HEIP
121
Hudson Edge Investment Partners
New Jersey
$430K +$65.2K +1,634 +17%
Canada Life
122
Canada Life
Manitoba, Canada
$407K +$126K +3,154 +41%
ASRS
123
Arizona State Retirement System
Arizona
$398K +$5.75K +144 +1%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$389K +$2K +50 +0.5%
LSV Asset Management
125
LSV Asset Management
Illinois
$378K – – –
3 4
5
6 7

EFSC Hedge Fund Activity: Q3 2023 in Review

198 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q3 2023, worth a combined $1.01B — down 3.4% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EFSC positions and 25 closed out — a net gain of 2 holders — while 79 added to existing stakes and 58 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $9.21M. The largest seller was Principal Financial Group, cutting an estimated $11M.

  • 198 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q3 2023, up from 197 in Q2 2023.
  • Funds reported $1.01B of Enterprise Financial Services Corp stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 27 funds opened new Enterprise Financial Services Corp positions in Q3 2023 and 25 closed out, a net change of +2 holders.
  • The largest Enterprise Financial Services Corp buyer in Q3 2023 was Fourthstone LLC, an estimated $9.21M added.
  • The largest Enterprise Financial Services Corp seller in Q3 2023 was Principal Financial Group, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2023.